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Diversify Wealth Management’s Chipotle Mexican Grill CMG Stock Holding History

Diversify Wealth Management’s Portfolio CMG Stock Details CMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209K Buy
+6,305
New +$206K ﹤0.01% 1185
2025
Q4 		– Sell
-61,621
Closed -$1.94M – 626
2025
Q3 		$1.94M Buy
61,621
+4,170
+7% +$188K 0.11% 182
2025
Q2 		$2.46M Buy
57,451
+3,915
+7% +$199K 0.15% 160
2025
Q1 		$2.71M Buy
53,536
+376
+0.7% +$20.4K 0.2% 137
2024
Q4 		$3M Buy
53,160
+2,221
+4% +$134K 0.23% 119
2024
Q3 		$3.01M Buy
50,939
+1,498
+3% +$82.9K 0.29% 88
2024
Q2 		$2.58M Buy
+49,441
New +$3.07M 0.32% 76

Other funds holding CMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Diversify Wealth Management's CMG Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in Chipotle Mexican Grill (CMG) in Q2 2026: 6,305 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings. This is a return to the name: Diversify Wealth Management previously reported a position in CMG as recently as Q3 2025.

Diversify Wealth Management first reported a position in CMG in Q2 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2024. 1,193 funds tracked by Wall St. Rank hold CMG as of Q2 2026.

  • Diversify Wealth Management held 6,305 shares of Chipotle Mexican Grill worth $209K as of Q2 2026.
  • Chipotle Mexican Grill was a new Diversify Wealth Management position in Q2 2026.
  • Chipotle Mexican Grill made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1185 holding.
  • Diversify Wealth Management first reported a position in Chipotle Mexican Grill in Q2 2024 and has held it in 7 quarters since.
  • Diversify Wealth Management's Chipotle Mexican Grill position peaked at $3.01M in Q3 2024.
  • 1,193 funds tracked by Wall St. Rank held Chipotle Mexican Grill as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.